About STRUBEL INVESTMENT MANAGEMENT, LLC
STRUBEL INVESTMENT MANAGEMENT, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. Founded in 2005, the firm is committed to providing personalized and comprehensive financial guidance to individuals, families, and institutions.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial guidance
- Works with individuals, families, and institutions
- Helps clients achieve their financial goals
Facts and Insights
The following table provides an overview of key facts and insights about STRUBEL INVESTMENT MANAGEMENT, LLC.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
STRUBEL INVESTMENT MANAGEMENT, LLC offers a range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm works with a variety of clients, including:
- Individuals and families
- High-net-worth individuals
- Retirement plans
- Foundations and endowments
Fees & Compensation
STRUBEL INVESTMENT MANAGEMENT, LLC charges a fee based on a percentage of assets under management, which encourages the firm to grow the client’s portfolio. The fee is typically between 1% to 2% of the client’s assets under management, and it may vary depending on the size of the portfolio and the services provided.
Background
The founder, John Strubel, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP). He is also a member of the National Association of Personal Financial Advisors (NAPFA) and adheres to its strict fiduciary standards.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, STRUBEL INVESTMENT MANAGEMENT, LLC has a fiduciary duty to act in the best interest of its clients. This means providing transparent and unbiased financial advice while avoiding any conflicts of interest. The firm has a clean record with no disciplinary actions, making it a trustworthy and reputable choice for financial services.